Fund Existence
over 37 years
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Value
Annual Report Gross Expense Ratio
1.86
Assets in Top Ten Holdings
166M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund Share Class Net Assets
6.01M
Number of Long Holdings
94.00
Number of Net Holdings
94.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
21.06%
Annual Yield % from dividends
1.97
Returns for 3 years
-23.14
Returns for 5 years
-23.98
Returns for 10 years
-13.61